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Suggested answer

Exporting To Excel Without Guids

Posted on by 125

Hi All,

My req is to export data to excel without hidden fields (guid) but oob I am getting the hidden fields as well.

Can I get any suggestion for it?

  • Suggested answer
    ankit_singhal Profile Picture
    ankit_singhal 560 on at
    RE: Exporting To Excel Without Guids

    OOB GUID column is hidden but You can create a report or use Kingswaysoft then you can easily export data according to your need.

    Please mark as verified if the answer is helpful.

  • Inogic Profile Picture
    Inogic 24,094 on at
    RE: Exporting To Excel Without Guids

    Hi,

    Well, one option would be to copy and paste the fields into a new Excel document without including the hidden GUID field. This would require manually selecting and copying the desired cells. Which will be a tedious and time-consuming process.

    Alternatively, you can automatically export CRM views data and reports to Excel using Click2Export, a Microsoft AppSource Preferred CRM data exporting automation solution.

    The app also enables users to schedule and export reports and CRM Views data at regular intervals. Further, users can send embedded CRM Views data via email, download the exported reports, upload them to SharePoint, attach them as a note, or, auto-send emails with attachments to required recipients.

    Users can export CRM data in five different file formats (Excel, Word, PDF, CSV, or TIFF).

    There is much more to Click2Export’s features; to try the app first-hand, you can get it from our website or Microsoft AppSource, and feel free to mail us at crm@inogic.com for a personalized demo of the app.

     Thanks!

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